Your Guide:

The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement. These changes are really going to affect that person with tax-deferred accounts like a 401, IRA, 403b and others. Join us to find out how the 2024 limits compare to what’s coming in 2025 and how it might change your saving strategies. Scott will take us through the contribution adjustments for different types of retirement and savings account and the implication of those changes for those nearing retirement. As we get closer to the end of the year, now is the time to review your contributions and make any necessary tweaks to maximize your savings in 2025. With deadlines for different accounts varying, it’s essential to stay informed and plan accordingly Here’s what we cover in this episode: 0:00 – Intro 1:21 – 401ks 5:34 – 457bs and Roth IRAs 7:45 – HSAs 10:07 – Final thoughts Watch the show on YouTube: https://bit.ly/3RiT7Ky